Conte Wealth Advisors, LLC (CWA) provides innovative and comprehensive planning strategies and wealth management through its team of independent, knowledgeable professionals. We empower our clients to affect positive and lasting change in their financial, professional, and personal lives. With over 150 years of collective experience, we are proud to be a third-generation firm servicing our clients, their children, and grandchildren.
Whether it’s providing a company with a second opinion for their 401(k) plan, providing investment support for their employees, working with the self-employed, or advising the independently wealthy, CWA works as a team to ensure that no opportunity to enhance a client's financial situation is missed.
As independent advisors, CWA uses its network of individual investment firms and insurance companies to the greatest benefit of the client. Investment, insurance, and planning strategies are continually revisited and re-evaluated to provide the most suitable and cost-effective plans for our clients.
Our mission is to provide you with guidance that can help you understand and better define your financial goals…At CWA, we aim to be What You Need to Feel Secure.
Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Conte Wealth Advisors are not affiliated. Important disclosures can be found here: https://www.contewealth.com/disclosures/
Company Details
- Employees
- 28
- Founded
- -
- Address
- 2009 Market Street, Camp Hill,pa 17011,united States
- Phone
- 717-975-8800
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- contewealth.com
- Keywords
- Wealth Management, Estate Planning, Retirement Planning, Employee Benefits, Financial Planning, Investment Planning, Business Planning, Portfolio Growth, Multigenerational Planning, Education Planning, Personal and Asset Protection.
- HQ
- Camp Hill, PA
Conte Wealth Advisors, Llc Questions
Conte Wealth Advisors, Llc's helpline number is 717-975-8800
Conte Wealth Advisors, Llc's website is contewealth.com
Conte Wealth Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/conte-wealth-advisors-llc
Conte Wealth Advisors, Llc has
28 employees.
View email and phone details for 28
employees at Conte Wealth Advisors, Llc.
Conte Wealth Advisors, Llc's industry is
Financial Services
Conte Wealth Advisors, Llc's top competitors are
Polaris Advisors Llc,
Fma Advisory Inc.,
Cambridge Investment Research, Inc.,
Executive Planning Group,
The Independent Grid,
Professional Referral Exchange - Reading Chapter,
Reager & Adler, Pc,
River Wealth Advisors,
Professional Referral Exchange,
A.b. Chelini.
Conte Wealth Advisors, Llc's categories are Financial Services
Conte Wealth Advisors, Llc's founding year is 2009
